smartMonday Manuals & User Guides
smartMonday provides comprehensive Australian superannuation plans, pension accounts, and a dedicated Adviser Portal for managing client retirement savings.
About smartMonday manuals on Manuals.plus
pametni ponedeljek is an Australian superannuation and retirement solutions provider, offering a range of financial products including the smartMonday PRIME TESF Superannuation Plan and specialized executive plans.
For financial professionals, smartMonday features a comprehensive Adviser Portal that allows registered advisers to securely manage, view, and act on behalf of their clients. Members and advisers can efficiently track active investments, manage rollovers, monitor contribution limits, and handle insurance cover parameters and transaction histories.
smartMonday manuals
Najnovejši priročniki od manuals+ izbrano za to blagovno znamko.
Uporabniški priročnik za prvo nastavitev portala smartMonday Adviser
Uporabniški priročnik za pokojninski načrt smartMonday PRIME TESF
Uporabniški priročnik za aplikacijo SmartMonday Adviser Portal Authenticator
Uporabniški priročnik za smartMonday MS10_SM_HSW Prime Tesf
Priročnik za lastnike pokojninskega načrta smartMonday KPMG Executive
Uporabniški priročnik portala smartMonday Adviser
Vodnik po transakcijah za finančne svetovalce na portalu smartMonday Adviser
smartMonday support FAQ
Pogosta vprašanja o priročnikih, registraciji in podpori za to blagovno znamko.
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How can I reset my smartMonday Adviser Portal password?
You can use the 'Forgot your password?' link on the log-in page at adviser.smartmonday.com.au to reset your password. Follow the instructions provided to set a new password.
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How often is the data within the smartMonday Adviser Portal updated?
Podatki na Svetovalnem portalu se ažurirajo dnevno.
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ali lahko view clients without an active authority in the smartMonday portal?
No, clients without an active authority recorded against their smartMonday account will not be visible for viewing or management in the portal.
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How do I contact smartMonday support?
For questions about member accounts or the Adviser portal, call the customer contact center on 1300 614 644 from 8.30 am to 5.00 pm (AEST/AEDT), Monday to Friday, or email enquiry@smartmonday.com.au.